Investment Q&A

Q: Hi Peter, www.bloomberg.com/amp/news/articles/2019-03-11/goldman-s-apple-card-said-to-land-big-win-for-tiny-georgia-firm is this company worth investing in? Thanks.

Q: Hello,

Based on JMIA's run after their recent IPO, there seems to be a perception that they are on the same path as AMZN. What are your thoughts? Is this a good time to buy, lots of momentum behind this company.

Thanks,
Raj

Q: I have never owned Apple. Being on my list for a very long time. I own some of their products and wouldn’t use any other. But this purchase interest is less about their hardware and more about their future in services.
Would you buy? Insight please.
Thx,
Larry

Q: Yesterday you recommended this company as one of your top midcap industrials in the US. I'm trying to get a handle on why. Not just for this company but as a way of deciding among various factors in making purchases. For example, the Stockcalc report on it says it's 21.6% overvalued. Thompson Reuters report rates it a 4/10. It has a P/E of 41 with a 7% growth rate. On the other hand, this stock has risen 8% in the last week and 15% in the last month so clearly a number of people think it has very good prospects. Why?

Q: Hi Peter, would biib be a good entry point? Thanks. Alnoor

Q: Hello,
I need to increase my health care exposure and also diversify into the US .
What is your opinion on these two Etf’s, or would you recommend individual stocks and if so which ones.
Thank you

Q: The portfolio analysis tool shows that I'm under weight in tech stocks. Could you please recommend one US and one Canadian tech stock that pays a yield of 3-4 % and is growing that dividend as well.

Q: What is your opinion of this company?

Q: Just finished portfolio analytics. Very underweight healthcare with only BIIB in my US holdings. Also learned the following make up less than 1% positions. Which would you add to and which could be let go. Have significant tech exposure. Can you suggest another US helathcare company or should I just add to BIIB to a reasonable weight.

Q: As a follow up question...... Looking for good growth in US mid cap industrial sector
Thanks

Q: I'm looking at DOW and it looks like a dividend yield of almost 4.8% is this correct? with this yield for a solid blue chip like Dow looks very tempting, your thoughts?

Q: I have 30% of my money in diversified CDN equities and don't need the money for 20 years.
I am not interested in bonds or REITs. I was considering putting the other 70% in the following ETF's.
45% VFV
18% VUN
18% XQQ
11% XEF
8% VEE
This would put around 57% of the total money in the USA. I am fine with that.
The MER would be around 0.18% based on the blend. I know this breaks your rule of keeping less than 25% in one fund. It also places a lot of money in Vanguard - which has been around since 1975, but nothing is for sure. Wondering what you think of this set up and also maybe I could sub out VUN for XUU. This would make 53% Vanguard and 47% iShares. Trading VUN for XUU would lower the MER a little as VUN is 0.16% and XUU is 0.07%

Q: Hi Gang,
After doing my PA, it says I am short in US holdings and the following sectors; consumer defensive, consumer cyclical, health care and industrials.
Suggestions of your favorite US stocks within each would be great. I don't need the $ for more than 5 yrs, reasonable risk ok. Looking at my portfolio as a whole, I plan on holding these in my RRSP. does that make sense re US tax with holding?
thanks
Michele

Q: I have the answer to the failed buyout. Another company has made a better offer to purchase Versum. The revised question would be would you favour increasing my existing entg or deploy ROK?

Q: Hello,
Can you please recommend a Canadian dollar equivalent to the following ETF's: VOX, XLV, and RYT. Thank you.

Q: Good afternoon Peter, Ryan and others in 5i
Right now my wife's TFSA is down 20%, trailing 12 months return. In her account, she has BCE 11.19%, ENGH 26.04%, NFI 15.53%, SIS 9.41%, TOY 32.49% and MU 4.71%. TOY is down over 9%. And ENGH, NFI and SIS have all dropped from 33% to 81% from their highs. But she bought these three stocks early. As a result, unlike TOY, they are still in positive positions (unrealized gains). She thinks that in TFSA there should not be any stocks going down so much for quite some time. She is thinking of selling or trimming some of them. What is your option on these stocks? Which stocks should she trim or sell? We are seniors at age of 67 and 69, and we don't need to take money out of TFSA for a long time. Could you recommend a few U.S. and Canadian solid growth stocks for her TFSA? We do need to have some consumer discretionary stocks. Could you also suggest Canadian and U.S. stocks in this sector? Maybe three each?
Thank you very much for your excellent advice all eight years since we jointed 5i.
Jim

Q: Do you think Veev is a buy or sell at this point? I have a small profit and don’t know whether to take it or hold on and risk losing it on a pull back. I can’t decide whether to sell it or buy more. Thanks.

Q: Recently the stock price has dropped, is there a underlying reason for this?

Q: Looking to add a US growth company . Sector is not a concern. Lyft seems interesting since it is now 20 percent below its ipo... Would you wait a bit longer for shares to find a bottom or buy half now and see where it goes from there? Uber IPO is coming up as well do you see that having any affect on the stock price?

Q: I have been wondering about Boeing's stock price being able to be bulletproof to this point ( other companies would have been footnotes in history at this point).

I had begun to think that maybe, everyone would forget and their progress higher would reset in a few months, as many pundits have suggested.

But then I came across this post on quora suggesting boeing's possible path to bankruptcy.

https://www.quora.com/How-long-do-you-think-the-Boeing-737-MAX-will-be-out-of-operation-in-the-world

Your thoughts